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Course curriculum

  • 1

    Overview

    • Onboarding

  • 2

    Orientation

    • Orientation / Overview

  • 3

    Digital Platforms, Email, & Tools

    • Join Slack (Private Channels)

    • How to Use Trello (go to link inside & follow video)

    • Email Access Policy

    • Zoom Meetings & Calendar Invites

    • When do I start talking to startups?

    • Live Sessions (recorded on private Facebook group): Monday Partners Meetings & Wednesday Academic Sessions

    • Guest VC & Private Equity Speaker Recordings

    • Career Coaching / Office Hours

    • How to ask questions with the "discussions" button

    • VC Mentors (Roles & Resonsibilities)

  • 4

    The Investment Management Universe

    • Video: Investment Management Universe

    • Slides (Invesment Management Universe)

    • Slides (Buy Side vs. Sell Side)

    • Reference Links

    • Slides: Intro to Hedge Funds

    • Video: Intro to Hedge Funds

  • 5

    Private Equity & Venture Capital Landscape

    • Video: Private Equity and Venture Capital Landscape

    • SLIDES: How Private Equity & Venture Work Together

    • SLIDE: VC Funding Stages

    • SLIDES: The Evolution of Venture Capital

    • Referenced Links

  • 6

    VC Career Pathways

    • Career Pathways

    • Referred: Different Types of Returns

    • Venture Capital Career Pathways

    • Reference Links

    • Your Career Plan

    • Compensation & Carry for VC Employees

  • 7

    Intro to Private Equity (Private Equity 101)

    • Video: Private Equity 101

    • Private Equity 101 Slides

    • Reference Links

    • Mentorship Session with PE Firm

  • 8

    Corporate Venture Capital: Strategic & Financial Strategies

    • VIDEO: Corporate Venture Capital

    • Corporate Venture Capital Fundamentals & Objectives

    • Reference Links

  • 9

    Secondary Markets and Transactions

    • Secondaries - Video Lecture

    • Secondary Markets, How to Start a Secondaries Business, Mechanics, etc..

  • 10

    Private Equity / VC Processes & Frameworks

    • VC Processes and Frameworks

    • VC Processes & Frameworks.pdf

    • Solo Capitalists and How They Are Innovating on the Venture Model

    • Supporting Links

  • 11

    Market Sizing

    • Video: Marketsizing & Penetration

    • Slides: Marketsizing & Penetration

    • Reference Links - data cheatsheets

  • 12

    Developing an Investment Thesis & Investor Lens

    • Video: How to Develop an Investment Thesis

    • Slides: Investment Thesis

    • Investment Thesis Examples

  • 13

    Sourcing Deals and Logistics

    • Video: Sourcing Logistics

    • Slides: Sourcing Logistics

    • Video: How to Source Deals (Private Equity & VC)

    • Slides: Additional Sourcing Strategies

    • Dealflow Folder

    • Reference Links - Sourcing Deals

    • Monday Partners Meeting - Trello Board

    • Email Etiquette & Respecting a Founder's Time

  • 14

    Dealflow Outreach: What to say to Founders, How to PASS

    • Startup Outreach Strategies: Inbound and Outbound

    • Slides: Startup Outreach Mechanics

    • Pass Email Example

    • Links

  • 15

    Financial Statements, Financial Modeling, & KPIs

    • Financial Statements, The 3 Statement Startup Financial Model, & KPIs

    • Financial Modeling, Statements, & KPIs

    • TEMPLATE: Financial Model (make a copy)

    • Video: Guest Lecturer with a CFO who manages Venture Backed Deals

    • Slides: Guest Lecturer with a CFO who manages Venture Backed Deals

    • 3 Statement Financial Model (Download)

    • Revenue & Churn Analysis Model

    • Reference Links

    • User Retention Benchmarks

    • Good MRR Growth Example

    • How to model an SPV

    • Return Analysis Model & Explanation from a Top VC

    • Mobile Growth Marketing Financial Model

  • 16

    Discounted Cashflow

    • VIDEO: Discounted Cash Flow

    • Discounted Cash Flow Case Study 1

    • Links

  • 17

    Leveraged Buy Outs (Models)

    • Leveraged Buyouts Basics & Financial Model Walkthrough - Video

    • Leveraged Buyout - Slides

    • Leveraged Buyout Model (download excel)

  • 18

    Valuation and Ownership

    • Video: Valuation and Ownership

    • EXERCISE: Modeling out the Discount vs. Valuation Cap

    • Slides: Valuation

    • Helpful links

    • How to determine Valuation (more kpis & metrics)

    • Variation in valuations that goes unexplained = AKA the Dark Matter

  • 19

    Funding Vehicles

    • Video: Funding Vehicles

    • Slides: Funding Vehicles

    • Reference Links

    • Build Your Own Fund Model

    • Funding Rounds and Sizes

    • Video: The Evolution of Fund I to III

    • SLIDES: The Evolution of Venture Capital

    • LP who teaches Fund Modeling

    • How to Raise Money from LPs on Twitter

  • 20

    Cap Tables & Return Analysis

    • Co-founders Agreement Best Practices

    • Video: Captables , Return Analysis, & Waterfall Analysis

    • Slides: Captables & Waterfall Analysis

    • Captable & Return Analysis Model

    • Additional simple captable without valuation cap

    • Case Studies on Different Types of Returns

    • Early Stage example of $500k to $3B

  • 21

    Data Rooms

    • What & Why a Data Room?

    • Video: Data Rooms

    • Dataroom Checklist

    • Dataroom Artifacts

  • 22

    Tech Stacks & VC Platforms

    • Video: The Tech Stacks of Venture Capital

    • Slides: The Tech Stack of Venture Capital

  • 23

    Industries & Exit Trends

    • Industry & Exit Trends

  • 24

    Diligence

    • Due Diligence

    • Diligence

  • 25

    Investment Committee Process / How to Write Investment Memos

    • Investment Committee Process / How to Write Memos

    • Slides: Investment Committee Process & How to Write Memos

    • Template : Investment Committees

    • Investment Memo Templates

  • 26

    Term Sheets

    • term sheets

    • Exploding Term Sheets

    • Legal Templates & Sample Term Sheets

    • Examples of SAFE & Convertible Note Templates

  • 27

    Board Meetings

    • boards

  • 28

    Investment Committees at Sutton

    • The Investment Committee Template

    • Investment Committee: 1 (Food Tech Deal)

    • Investment Committee: 2 (Space Deal)

    • Investment Committee: 3 (Cyber Security)

    • Investment Committee: 4 (Fintech)

    • Investment Committee: 6 (Hydrogen Energy / Cleantech)

    • Investment Committee: 7 (B2B Saas)

    • Investment Committee: Space / Fintech

    • Late Stage Ed Tech

    • Investment Committee: Aviation Deep Tech Company

    • Quantum Computing Deal

    • Quantum Deal: Return Analysis

  • 29

    Startup Phone Calls

    • B2B SaaS

    • Deep Tech - Aviation

    • Healthtech

    • Food Tech

    • Deep Tech / Aviation

    • Healthcare Delivery Startup - Africa

    • Delivery Service Aggregator (B2B deal)

    • Nuclear Energy Deal

    • Fashion Tech Consumer App

    • Sports Betting / Fantasy Sports Startup

  • 30

    Family Offices

    • Family Offices & Fund Manager Selection

  • 31

    Guest Speakers

    • Digital Health Trends

    • Founders Perspectives on VCs

  • 32

    Performance Reporting

    • TVPI & MOIC

    • Excel Models for Performance Reporting

    • fund performance reporting

  • 33

    Career Prep

    • VC & Private Equity Career Roadmap Template

    • Career Prep: VC / PE Resume Writing

    • Career Titles

    • Goals: Self Reflection

    • Your VC / PE Career Toolkit

    • VC / Private Equity Job Tracker Spreadsheet

    • Resume & Coverletter Template

    • career_prep

    • Practice Interview Question - Return Analysis

    • Good Blogs & Reading

    • Case Study #1: Slides and Models: Digital Health Interview Financial Model Case Study

    • Case Study #1: Video: Digital Health Interview Financial Modeling Case Study

    • Case Study #2: Quantitative Valuation - Financial Model Case Study (download the model)

    • Case Study #2: VIDEO: Quantitative Valuation - Financial Model Case Study

    • Case Study #3 : Medical Device Company Decks & Models

    • Case Study #3 (PART1) : VIDEO Medical Device Company Lecture

    • Case Study #3: Part 2: VIDEO Medical Device Company Lecture

    • Case Study 4: Convertible Securities & Dilution

    • Case Study 4: Convertible Securities & Dilution (Excel Model)

    • Mock interviews & resume prep / career coaching

    • Case Study 5 (Part 1): SAFE Edge Cases when it comes to liquidity

    • Case Study 5 (Part 2): SAFE Edge Cases when it comes to liquidity

    • EXCEL DOWNLOAD Case Study 5 (Part 2): SAFE Edge Cases when it comes to liquidity

    • Case Study 6: Video: ARR & Revenue Analysis

    • Case Study 6: Excel ARR & Revenue Analysis

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